Granite FO LLC’s Chubb CB Stock Holding History

Granite FO LLC’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$88.6K	Hold	260	–	–	0.05%	67
2026 Q1	$84.7K	Hold	260	–	–	0.05%	67
2025 Q4	$81.2K	Hold	260	–	–	0.04%	72
2025 Q3	$73.4K	Hold	260	–	–	0.04%	79
2025 Q2	$75.3K	Hold	260	–	–	0.04%	78
2025 Q1	$78.5K	Hold	260	–	–	0.04%	72
2024 Q4	$71.8K	Hold	260	–	–	0.04%	75
2024 Q3	$75K	Buy	+260	New	+$71.3K	0.04%	77
2024 Q2	–	Sell	-260	Closed	-$72.5K	–	81
2024 Q1	$72.5K	Sell	260 -60	-19%	-$14.8K	0.04%	83
2023 Q4	$72.3K	Hold	320	–	–	0.05%	86
2023 Q3	$66.6K	Sell	320 -435	-58%	-$87.9K	0.05%	87
2023 Q2	$145K	Sell	755 -701	-48%	-$137K	0.1%	61
2023 Q1	$293K	Buy	+1,456	New	+$306K	0.18%	60

Other funds holding CB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Granite FO LLC's CB Position: Q2 2026 in Review

Granite FO LLC held its Chubb (CB) position steady in Q2 2026 at 260 shares worth $88.6K. The position accounts for 0.05% of the portfolio, ranked #67.

Granite FO LLC first reported a position in CB in Q1 2023 and has held it in 13 quarters since. The position peaked at $293K in Q1 2023. 977 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Granite FO LLC held 260 shares of Chubb worth $88.6K as of Q2 2026.
Granite FO LLC left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.05% of Granite FO LLC's portfolio in Q2 2026, its #67 holding.
Granite FO LLC first reported a position in Chubb in Q1 2023 and has held it in 13 quarters since.
Granite FO LLC's Chubb position peaked at $293K in Q1 2023.
977 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.